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Disclosery

Index Fund Advisors, Inc.: DISV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Index Fund Advisors, Inc. on DISV, newest first. How the timeline and the estimate are built.

Index Fund Advisors, Inc. held 654,082 DISV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 654,082 shares
    Change vs previous 13F +28,984 shares

    1.04% of the 13F portfolio, value $26,248,310.

    13F-HR 0001665097-26-000008 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 625,098 shares
    Change vs previous 13F +42,118 shares

    1.11% of the 13F portfolio, value $24,653,847.

    13F-HR 0001665097-26-000004 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 582,980 shares
    Change vs previous 13F +26,126 shares

    1.04% of the 13F portfolio, value $22,153,223.

    13F-HR 0001665097-26-000002 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 556,854 shares
    Change vs previous 13F +52,267 shares

    0.96% of the 13F portfolio, value $19,874,136.

    13F-HR 0001665097-25-000011 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 504,587 shares
    Change vs previous 13F +10,557 shares

    0.93% of the 13F portfolio, value $16,605,943.

    13F-HR 0001665097-25-000007 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 494,030 shares
    Change vs previous 13F +25,231 shares

    0.89% of the 13F portfolio, value $14,386,150.

    13F-HR 0001665097-25-000004 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 468,799 shares
    Change vs previous 13F +43,966 shares

    0.67% of the 13F portfolio, value $12,456,001.

    13F-HR 0001665097-25-000002 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 424,833 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $12,345,635.

    13F-HR 0001536755-24-000014 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).